+95.3%
AAPL vs USO
+102.7%
-7.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +4.1% | -1.9% | +6.0% | +4.1% |
| 30D | +4.0% | -5.2% | +9.2% | +3.9% |
| 3M | +16.8% | +16.4% | +0.4% | +16.9% |
| 6M | +19.4% | +2.5% | +16.9% | +19.9% |
| YTD | +31.5% | +110.5% | -79.0% | +22.4% |
| 1Y | +31.0% | +108.4% | -77.4% | +22.1% |
| 3Y | +95.3% | +99.6% | -4.4% | +79.5% |
| All | +95.3% | +102.7% | -7.4% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded USO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling